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Kaufman Rossin Wealth, LLC

Q1 2026 13F Holdings

  • Location
    miami, FL
  • Num holdings

    98

  • Value ($000)

    $174,467

  • Date Filed
    04/17/2026
  • Form type
    13F-HR
  • CIK
    0002049750
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSVO

EA SERIES TRUST

EA BRIDGEWAY OMN
02072L532
$32.39M
19 %

1,276,766

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$18.95M
11 %

133,064

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$16.41M
9 %

164,325

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$11.84M
7 %

342,787

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$9.11M
5 %

247,948

D
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
25434V765
$7.7M
4 %

239,088

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$7.55M
4 %

90,359

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VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$5.77M
3 %

96,879

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$5.53M
3 %

142,411

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$4.35M
3 %

13,566

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